LongRDDTSep 2026
ClearBridge initiated a position in Reddit because it believes the market is overly discounting the threat artificial intelligence poses to the social platform. The managers see…
RDDT
Which hedge funds are long RDDT?
3 published ideas on Reddit across 3 funds — 3 long and 0 short.
Reddit hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Reddit: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongRDDTJun 2026
Edgewood believes Reddit has a significant monetization runway because average revenue per user remains far below Meta and only modestly above several smaller social platforms…
LongRDDTJun 2026
Edgewood believes Reddit remains materially undermonetized relative to larger social platforms, with room to increase ad load, monetize search and move further into performance…